Financial Solutions Advisor Registration Candidate- Johnston -Willis Financial Center
$28.85 - $33.65 per hourBank of America Corporation
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Weekly Schedule: Monday thru Friday, some Saturdays required This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - VA - Richmond - 10700 MIDLOTHIAN TPKE - JOHNSTON-WILLIS BC (VA2918)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Bank of America Corporation
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...SuggestedHourly payTemporary workWork at officeShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Provides coaching...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$75k - $85k
Financial Solutions Advisor - Private Bank Office Open Full-time Pay not stated Open — Bank of America... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...clients through referrals or financial center clientele Provides coaching and feedback...SuggestedFull timeTemporary workWork at officeShift workDay shift$65k - $75k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm... ...belonging. People are at the center of our partnership.... ...and financial solutions to your clients?Taking... ...?Skills/Requirements Candidates should have at least... ...experienceFinancial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Bank. GENERAL FUNCTION: The Financial Center Manager will participate in... ...approach for successful candidates to prepare for a Financial... ...recommend the appropriate solutions to meet those needs Understand... ...requires S.A.F.E. Act registration at the time of employment through...Full timeWork at office
$23.84 - $39.74 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals Identify... ...meeting and maintaining registration requirements under the... ...proven retail sales, call center, customer service and/... ...(USD). The successful candidate's particular...Hourly pay$100k
...Wealth Management Financial AdvisorMerrill Wealth Management... ....Merrill's Financial Advisors and Wealth Management... ...recommend appropriate solutions/interventionsProven... ...subject to SAFE Act registration requirements. Pursuant... ...ST - BANK OF AMERICA CENTER (VA2300), US - VA - Williamsburg...Interim roleWork at officeImmediate startWork from homeShift workDay shift$140k - $215k
...Senior Solutions Consultant Here at Appian, our values... ...to be a technical advisor by architecting mission... ...that power the largest financial services firms.... ...Appian sits at the vital center of our global commercial... ...Appian's Applicant & Candidate Privacy Notice Appian...Local areaRemote work- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...Temporary workWork at officeFlexible hoursShift workDay shift
$100k
...Wealth Management Financial Advisor Merrill Wealth Management is a leading... ...and recommend appropriate solutions/interventions Proven... ...position is subject to SAFE Act registration requirements. Pursuant to... ...MAIN ST - BANK OF AMERICA CENTER (VA2300), US - VA -...Interim roleWork at officeImmediate startWork from homeShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You’ll work toward... ...and then manage a client portfolio within a financial center. You will grow professionally through Academy programs and...
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$60k - $75k
...Working in our Investor Center, you will engage face... ...top resources in the financial industry, while you... ..., and recommending solutions FINRA Series 7 & 6... ...hold appropriate state registrations, OR ability to... ...geographic location, candidate's relevant experience...Full timeWork at office- ...Make an impact providing expert financial advice with heart. Thrivent is a... ...one that puts generosity at the center of saving and investing. Here, you... ...contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding...
- ...Description Job Description As a Financial Advisor at Virginia Asset... ...planning, employee benefits solutions, insurance, investments,... ...analysis · FINRA Series 7 & 66 registrations · State Insurance License... ...or build a team with candidates sourced by firm FOR INEXPERIENCED...ApprenticeshipWork at office
$200k - $225k
...Wealth Advisor Serve as primary relationship advisor... ...of Truist Wealth solutions. Essential Duties And... ...solutions to client's financial needs and to enhance existing... ...internal and external centers of influence such as... ...new or transfer of registration, and applicable NMLS...Work at officeLocal area- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Temporary workWork at officeNight shiftWeekend work
$140k - $215k
..., together. Senior Solutions Consultant Redefine... ...means to be a technical advisor by architecting... ...that power the largest financial services firms. Location... ...sits at the vital center of our global commercial... ...but not limited to, the candidate’s relevant work...Work experience placementLocal areaRemote workFlexible hours$45.76k - $54.25k
...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...(SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life... ...on-site health and wellness centers a retirement savings plan backup childcare...Immediate startAfternoon shift
- ...Fargo, we're more than a financial services leader – we’... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...: Brazos Town Center : 6511 Reading Rd, Rosenberg... ...requirements. Candidates applying to job openings...Full timeWork experience placementFlexible hours
$100k - $120k
...Wealth Business Advisor Develop and maintain a portfolio of financially complex and important revenue... ...partners to implement solutions. e. Meet revenue... ...business relationships with centers of influence such as... ...new or transfer of registration, and applicable NMLS acceptable...Full timePart timeWork at officeLocal areaNight shift$200k - $225k
...primary relationship advisor for high net worth and... ...suite of Truist Wealth solutions. Accomplished and highly... ...and sound personal financial planning and financial... ...internal and external centers of influence such as the... ...new or transfer of registration, and applicable NMLS acceptable...Full timePart timeWork at officeLocal areaShift workDay shift$40k - $120k
...Financial Advisor - Richmond, VA Richmond, Virginia, United States North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking... ...to build a world class, client centered practice. Many successful individuals...Work experience placement$54.6k
...the phone to determine their financial needs, and meeting those... ...include more complex, affluent solutions, wealth opportunities, investments... ..., and we are looking for candidates committed to helping... ...eligible. This position requires registration with the Nationwide Mortgage...Full timeWork at officeFlexible hours- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully... ...and provide effective advice. We hire candidates who demonstrate a passion for client... ...Optimize/recommend appropriate tailored solutions to client needs and provide various...Work at office
- ...person and by phone while expanding client relationships. This role includes cross-training in teller duties and recommending financial solutions. You will engage clients with a friendly, consultative approach and support sales goals within a branch team. You must have a...
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